Making financial futures soar

International financial planning services for people living in the UK, Australia and overseas.

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With you every step of the way…

When you’re living overseas, made a new country your home, or you’re considering a move, a reassuring hand can make all the difference. We’re an award-winning Chartered financial planning firm with offices in London, Perth, Sydney, Melbourne and Brisbane, specialising in helping UK and Australian residents find financial clarity.

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Are you…

Moving between the UK and Australia?
Already living in Australia?
Already living in the UK?
Already living overseas?
A fellow professional?
Looking to transfer your UK pension?
Looking to access your Australian super from the UK?

Our team, with you on your journey…

With offices in the UK and multiple locations across Australia, we’re best placed to help people at all stages of their journey. Our specialist knowledge of the unique jurisdictions combined with our experienced teams means you’ll always have someone by your side.

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How we’ve helped others on their journey

Jim & Vicky Jamieson

"Moving from the UK to Australia"

Sarah-Jane Butfield

"Returning to the UK after living in Australia"

Ellen Lewis

"Moving from Australia to the UK"

Paul Coates

"Moving from the UK to Australia"

Tara & Bryan Nixon

"Moving to the UK from overseas"

Peter Murray
Peter Murray
2024-07-11
BDH Sterling, with their accreditations in Australia and in the UK managed to transfer my UK pension to Australia within a tight, non-negotiable time frame. The individuals I dealt with were, throughout, professional, helpful, courteous.
Chris McConville
Chris McConville
2024-05-21
Moving from the UK to Australia for work, and moving our family, pensions, house sale funds and investments, really does emphasis the need for specialist help and advice, and bdhStirling have been fantastic in all aspects as we have travelled this road. Dealing with a company that has experienced people across all the issues and areas of pensions, tax liability and investments, on both sides of the world, is essential and all the people we have worked with at bdhStirling have been excellent across the board.
Steve Smith
Steve Smith
2024-05-02
I had a professional, informative meeting with Steph to discuss moving pensions from the UK to Australia. Now I have a clearer path forward.
Markuk15
Markuk15
2024-04-16
We met with Charlotte Evrad after she kindly offered to step in to our meeting at very short notice when her colleague was sick. After briefly explaining our current situation to Charlotte, she quickly and concisely explained all the options we had open to us. Most importantly she pointed out the possible tax implications of making certain choices and accessing my UK pension from Australia. This advice was invaluable and potentially has saved me thousands of dollars in unknown tax amounts at this stage. I can thoroughly recommend that anyone seek similar advice with Charlotte and with any other member of their team. Thanks again Charlotte :) Mark R
vivien daniels
vivien daniels
2024-04-02
Always receive great advice in a friendly atmosphere
peter mcgilvray
peter mcgilvray
2024-03-13
Friendly, attentive and very professional. Could not have been more helpful. Will pass their details on to friends and family if required, cant be more happy than that. Dealt with C Evrard who made everything seem as easy as possible and no trouble at all.
Steve Farley
Steve Farley
2023-09-28
BDH helped transfer my pension from UK , very professional but still friendly and understanding. Always helpful and look forward to a long and profitable future together.Thanks Rebecca and all the team
Douglas Immac
Douglas Immac
2023-09-25
I used bdhSterling to transfer pensions held in the UK to my SMSF here in Aus. I did considerable research into at least 15 different agents before landing on bdh. The service I received from Daniel and the entire team in Aus and the UK was excellent. I have no hesitation in recommending them to others.
Patricia Whalley
Patricia Whalley
2023-09-23
Please touch base with bdhStering for great financial planning advice where your individual needs are the most important aspect to them!

Keeping you informed

23/07/24

7 important investment issues to consider if you’re a Brit moving to Australia

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23/07/24

How British expats in Australia can avoid losing “home” status at UK universities

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23/07/24

15 years of bdhSterling: Reflecting on a changing financial landscape

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23/07/24

How the new Labour government could affect your taxes as an Australian expat

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23/07/24

Can Australian expats in the UK still make super contributions? Here’s what you need to know

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22/07/24

Investment market update: June 2024

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22/07/24

Higher-rate taxpayers: Beware of the 60% tax trap

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22/07/24

78% of retirees could be missing out on investment returns by accessing their pension early

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22/07/24

The fantastic benefits of basing your financial plan on happiness

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22/07/24

How “time travelling” as part of your financial plan could help you secure your goals

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    Looking to transfer your UK pension to Australia?

    It’s important to get expert advice to help you make the right decisions about your pension.

    We’re here to help you.

    We’re widely recognised as the leading specialists in UK pension transfer to Australia. As a dual licensed financial planning firm, proudly holding the prestigious Chartered Status in the UK, we are uniquely positioned to provide advice that encompasses both countries.

    Book your FREE initial consultation today, to learn how we can help you thrive in your new life.

    Book my free consultation